Library

The Library is a space to store documents that can be reused. This can be useful for documents that are unchanging between projects, including (but not limited to) Instruction Manuals, Brochures, MTRs, Welder Cert’s, and Procedures. To a...

Attach library documents to project cards (individual or bulk).

Edit library cards (individual or bulk).

If you have assigned a Reviewing Option to your document, when it becomes due it will show a warning for the cards that need to be reviewed . To renew these documents, select the applicable document and click on edit. This gives you the a...

Add additional library card fields and select which folder(s) they are available for.

The steps below explain how to export and import an existing collection of documents in an instance's library. For instructions on adding new files to the library, see here . Export library documents and metadata From the system men...